Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NICOLET BANKSHARES INCNIC · Entity 4136 | SVP-Wealth Mgmt-NicoletNatBank | December 14, 2023 | December 18, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NICOLET BANKSHARES INC
Report date December 14, 2023 · Filed December 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,078 |
Reported balance
After 2023-12-14 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2023-12-14 · Sale · Disposed 896 · Balance 5,078 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.59 to $81.55, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. |
| Common StockSEC Table I · non-derivative | Direct | 5,032 |
Reported balance
After 2023-12-14 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2023-12-14 · Sale · Disposed 46 · Balance 5,032 F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.59 to $81.65, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4. F3: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing dated November 22, 2023. |
| Common StockSEC Table I · non-derivative | IndirectDaughter's UGMA/UTMA Account | 20 |
Reported balance
Holding disclosure · report date 2023-12-14 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 20 |
| Common StockSEC Table I · non-derivative | IndirectDaughter's UGMA/UTMA Account | 20 |
Reported balance
Holding disclosure · report date 2023-12-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20 |
| Common StockSEC Table I · non-derivative | IndirectSon's UGMA/UTMA Account | 20 |
Reported balance
Holding disclosure · report date 2023-12-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20 |
| Common StockSEC Table I · non-derivative | IndirectSon's UGMA/UTMA Account | 20 |
Reported balance
Holding disclosure · report date 2023-12-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.59 to $81.55, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4.
F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.59 to $81.65, inclusive. The reporting person undertakes to provide to Nicolet Bankshares, Inc., any security holder of Nicolet Bankshares, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) to this Form 4.
F3: Includes 488 shares owned in the Employee Stock Purchase Plan. Mr. Madson has not acquired additional shares under the Employee Stock Purchase Plan since his last Form 4 filing dated November 22, 2023.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2018 Filed Mar 16, 2018 13:39 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 200 | $55.95 | $11,190.00 |
DisclosureSEC source: 0001127602-18-011757 · form4.xml · nonDerivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,243 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 13:39 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 768 | $55.51 | $42,631.68 |
DisclosureSEC source: 0001127602-18-011757 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,443 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| December 15, 2017 Filed Dec 15, 2017 22:07 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 200 | $57.70 | $11,540.00 |
DisclosureSEC source: 0001127602-17-034809 · form4.xml · nonDerivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,211 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| December 15, 2017 Filed Dec 15, 2017 22:07 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 827 | $57.64 | $47,668.28 |
DisclosureSEC source: 0001127602-17-034809 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,411 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 22:43 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 62 | $57.75 | $3,580.50 |
DisclosureSEC source: 0001127602-17-034725 · form4.xml · nonDerivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,238 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 22:43 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantCommon Stock | 537 | $57.75 | $31,011.75 |
DisclosureSEC source: 0001127602-17-034725 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,300 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:56 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | GrantStock Option (Right to Buy) · Derivative | 27,000 | $48.85 Strike: $48.85 | $1,318,950.00 |
DisclosureSEC source: 0001127602-17-018685 · form4.xml · derivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 Underlying: Common Stock · 27,000 shares Expires 2027-05-16 F1 · derivative.exercise_date: The nonqualified options vest in five annual installments of 5,400 shares annually on May 16 of each year, beginning on May 16, 2018 and fully vest on May 16, 2022. Read SEC document |
| March 15, 2017 Filed Mar 15, 2017 19:52 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 10,000 | $48.55 | $485,500.00 |
DisclosureSEC source: 0001127602-17-011774 · form4.xml · nonDerivative · entry 4 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,763 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| March 09, 2017 Filed Mar 15, 2017 19:52 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 1,812 | $48.22 | $87,374.64 |
DisclosureSEC source: 0001127602-17-011774 · form4.xml · nonDerivative · entry 3 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,763 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| March 08, 2017 Filed Mar 15, 2017 19:52 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 88 | $48.30 | $4,250.40 |
DisclosureSEC source: 0001127602-17-011774 · form4.xml · nonDerivative · entry 2 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,575 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| March 07, 2017 Filed Mar 15, 2017 19:52 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | SaleCommon Stock | 339 | $48.40 | $16,407.60 |
DisclosureSEC source: 0001127602-17-011774 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,663 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
| February 06, 2017 Filed Feb 9, 2017 00:36 UTC | NICOLET BANKSHARES INC NCBS · Entity 4136 | Tax withholdingCommon Stock | 1,161 | $48.50 | $56,308.50 |
DisclosureSEC source: 0001127602-17-004676 · form4.xml · nonDerivative · entry 1 Madson Patrick Joseph · CIK 0001666799 · SVP-Wealth Mgmt-NicoletNatBank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,002 F1 · security: Received in exchange for the Issuer's purchase of brokerage books of business. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.